401(k) · DOL Form 5500 · 2024
C.S. Mott Foundation 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 79
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $601,410
- Avg per participant High balance/head
Official DOL plan name: Charles Stewart Mott Foundation Tax Deferred Savings Plan · Sponsored by C.S. Mott Foundation · Michigan · Other Services
$48M in assets, 79 participants
C.S. Mott Foundation's Charles Stewart Mott Foundation Tax Deferred Savings Plan reported $48M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,139 in Other Services (7,719 peers)
Where Charles Stewart Mott Foundation Tax Deferred Savings Plan sits by assets
Charles Stewart Mott Foundation Tax Deferred Savings Plan sits in the top quartile of all filed plans by assets, $48M for 79 participants (~$601,410/participant), up 6.1% in 2024.
- #7,139
- in Other Services (7,719 peers)
- +6.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Charles Stewart Mott Foundation Tax Deferred Savings Plan's outsized position by total assets
Charles Stewart Mott Foundation Tax Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,511,393 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Charles Stewart Mott Foundation Tax Deferred Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Stewart Mott Foundation Tax Deferred Savings Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles Stewart Mott Foundation Tax Deferred Savings Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Charles Stewart Mott Foundation Tax Deferred Savings Plan end-of-year assets rose from $45M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Charles Stewart Mott Foundation Tax Deferred Savings Plan reported participants fell from 82 in the plan year 2023 filing to 79 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 381211227 · C.S. Mott Foundation PY 2024 · 401(k)
Charles Stewart Mott Foundation Tax Deferred Savings Plan · $48M · 79 · 84th
- EBSA $48M
- PART 79
- TYPE 84th
- NET 401(k)
- BOOK near Seer Group 401(k) Plan
- VS-ST ind #7139
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Michigan →
Charles Stewart Mott Foundation Tax Deferred Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $3M |
| Employer EIN | 381211227 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (C.S. Mott Foundation)
Sponsor-wide plan assets over time
All C.S. Mott Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 12.80065464985441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 151 | $67M |
| 2023 | 2 | 149 | $79M |
| 2024 | 2 | 141 | $75M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Charles Stewart Mott Foundation Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Seer Group 401(k) Plan in WA ($48M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Seer Group 401(k) Plan (WA) $48M · 1,689
- Invoca, Inc. 401(k) Profit Sharing Plan & Trust (CA) $48M · 355
- Cordell Law, LLP 401(k) Plan (MO) $48M · 517
- Diamond Drugs, Inc. 401(k) Plan (PA) $48M · 816
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Cvca 401(k)Plan (VA) 79 · 0 off
- Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
- Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
- Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.